Garden State Retirement Specialists, LLC
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 128414
- Registered since
- November 19, 2025
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.44%
- Individuals30.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Garden State Retirement Specialists, LLC is an independent registered investment adviser that appears to focus on individual and family clients. The firm is structured as a limited liability company, is owned by an individual, and shows SEC registration in 2025. Its advisory offering covers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. The firm identifies as a capital allocator and is not listed as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities25%
- US Government Bonds10%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1Roseann Scibetta
Chief Compliance Officer & Managing MemberCRD 4910823
Contacts
2 of 2Anthony Scibetta
Managing MemberCRD 1354920
Joseph Scibetta
Registered RepresentativeCRD 5703395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 27 W Saint Suite 16 Street Corpor Ctr
- Time zone
- ET (UTC-5)
- Office locations
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